Bell Investment Advisors Offers Free Petaluma Seminar to Help Individuals Better Manage Their Money.Business Editors OAKLAND Oakland, city (1990 pop. 372,242), seat of Alameda co., W Calif., on the eastern side of San Francisco Bay; inc. 1852. Together with San Francisco and San Jose, the city comprises the fourth largest metropolitan area in the United States. , Calif.--(BUSINESS WIRE)--March 8, 2004 Statistics Prove that Average Equity Fund Investors Have Failed to Beat Inflation for Past 20 Years Bell Investment Advisors Investment Advisor 1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission. 2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and , a Bay Area professional investment firm, will host a free Petaluma Petaluma (pĕtəl  `mə), city (1990 pop. 43,184), Sonoma co., W Calif.; inc. 1858. seminar, "The Value of Professional Investment Management," focusing on how to avoid the pitfalls of emotion-driven individual investment strategies. The seminar is slated for Tuesday Tuesday: see week. , March 16, 6 p.m., at Graziano's Ristorante in Petaluma. According to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. a study by the Boston Boston, town, England Boston, town (1991 pop. 26,495), E central England, on the Witham River. Boston's fame as a port dates from the 13th cent., when it was a Hanseatic port trading wool and wine. Having recovered from a decline in the 18th and 19th cent. research firm, DALBAR, Inc., individual investors buy into the stock market when the market is up and sell when it is down. The study shows that from 1984 to 2002 the average equity fund investor produced an annual return of only 2.57 percent while inflation averaged 3.14 percent and the S&P 500 index returned 12.22 percent. "We consistently see that individuals invest when the market is looking good and that's when stocks are on the rise and getting more expensive," explains Matt King, portfolio manager at Bell Investment Advisors. "And as the market drops, individuals start to sell off shares. They are buying high and selling low and it is a recipe for financial disaster. Also, we find individuals usually don't don't 1. Contraction of do not. 2. Nonstandard Contraction of does not. n. A statement of what should not be done: a list of the dos and don'ts. have the time to do the proper research or develop and stick with an investment strategy." Bell's March 16 seminar is designed to provide individuals who fall into this investment strategy pattern with other approaches to saving, investing and making money. Participants will learn ways to avoid falling into the "herd mentality Herd mentality describes how people are influenced by their peers to adopt certain behaviors, follow trends, and/or purchase items. Examples of the herd mentality include the early adopters of high technology products such as cell phones and iPods, as well as stock market trends, " trap, and how it is possible to make money even if the market stagnates or falls. "Even investors who do Morningstar research find that their research strategy only measures past performance and, in fact, some of the worst funds in 1995 actually outperformed the best-rated funds over the next six years," says King. "Our aim is to help people take fiscal responsibility as well as attain fiscal capability so they make more with those hard-earned dollars." The seminar is free and open to the public. For reservations call 1-800-700-0089. Bell Investment Advisors manages assets for clients with a minimum of $250,000 to invest. About Bell Investment Advisors Bell Investment Advisors is a professional investment management firm based in Oakland. The firm manages $134 million in assets and, armed with Bell's proprietary Active Portfolio Enhancement technology, the firm has outperformed the S&P 500 by over 340 percentage points from the firm's inception in 1991 through 2003. For more information call 800-700-0089 or go to www.bellinvest.com. |
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